Newsletter | The Gilded Pilgrim

This week, the S&P 500 touched 7,000 for the first time in history. Gold blew past $5,000. The Federal Reserve held steady while the world's largest companies reported earnings that will shape the AI narrative for months to come. Welcome to the inaugural issue of The Gilded Pilgrim.

In This Issue:

The Big Picture — S&P 500 hits 7,000; Fed holds; gold surges
The Deep Dive — Understanding the new interest rate reality
The Contrarian Corner — Why the "Magnificent Seven" narrative is misleading
The Watch List — Five developments worth monitoring
The Long View — Powell's parting wisdom
The Bottom Line — Your key takeaways

Read Full Issue →

What to Expect Each Week

The Big Picture

Each week opens with a macro perspective—what's happening in markets and the economy, and what it means for you.

The Deep Dive

A focused exploration of one investing concept, strategy, or principle you can apply to your own financial life.

The Contrarian Corner

Questioning conventional wisdom. Sometimes the crowd is wrong—and knowing when matters.

The Watch List

What I'm watching this week: economic data, earnings, and developments worth your attention.

The Long View

Historical perspective that reminds us: this moment is not unique, and principles matter more than predictions.

The Bottom Line

Actionable takeaways you can use. No fluff—just what you need to know this week.

S&P 500 Hits 7,000. Gold Surges Past $5,000. The Fed Holds Steady.